Filed August 15, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $37,103 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $22 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,932 | $62,723-39.5% | $142,863-73.4% | $86,799-56.3% |
| Participation rate | 51.7% | 62.6%-10.9pp | 71.9%-20.3pp | 72.3%-20.6pp |
| Annual return | 14.18% | 17.62%-3.4pp | 5637.54%-5623.4pp | 97.91%-83.7pp |
| Employer contribution / active EE | $673 | $1,627-58.6% | $4,144-83.8% | $2,405-72.0% |
| Participant deferral / active EE | $2,912 | $3,039-4.2% | $3,837-24.1% | $4,131-29.5% |
| Admin fee / account holder | $207 | $140+48.5% | $6,560-96.8% | $170+22.2% |